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Year End Update | Sacramento Chapter Meeting 01.14.21
Thursday, January 14, 2021, 9:00 AM - 4:00 PM PDT
Category: Chapter Meetings

Year End Update
Sacramento Chapter Virtual Meeting

Date and Time:

Thursday, January 14, 2021
9:00 a.m. - 4:00 p.m.

Location:

Online Meeting via Zoom
This will be a Zoom Meeting. Once your register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Topics:

Topic #1: 9:00 am - 10:00 am
• Get ready for Taxes-Are you ready for filing season? You will learn the steps that you can take to make tax filings season easier for 2021.
• What is new for 2021- Recovery rebate credit, are your clients eligible to claim the credit?
• Online tools and resources

Topic #2: 10:00 am - 11:00 am
• Highlighting 2021 TAS report
• TAS cases and process

Topic #3: 11:00 am - 12:00 pm 
• New Tax Law updates for the upcoming filing season

Topic #4: 12:00 pm - 1:00 pm
• Offer-in-Compromise – How to prepare/file, common errors that cause offers to be returned.
• How offers are considered (equity in assets, future income, etc.) and what makes a viable offer, Fresh Start benefits.
• What to do if an offer is rejected

Topic #5: 2:00 pm - 4:00 pm
• FTB Taxpayer advocates rights

Speakers: 

Topic #1 Speaker: Communication & Liaison, Stakeholder Liaison, Christella Sanchez
Christella Sanchez, Senior Stakeholder Liaison, Christella Sanchez, is currently a Senior Stakeholder Liaison in the IRS Communications & Liaison Division. Christella has been with the Internal Revenue Service for 36 years. She began her career with the IRS at the Fresno processing center as a Tax Examiner. She has worked as a Customer Service Representative and as a Tax Compliance officer in the Examination Division. She is the relationship manager for Tax Professional, Payroll organizations, Industry, Small Business and Trade Associations. She also works in conjunction with other Federal, State, local government agencies and Limited English Proficiency program including the Underserve community.

Topic #2 Speaker: Taxpayer Advocate, Senior Tax Analyst, Daniel M Maiuro
Daniel M. Maiuro, CPA, MST Senior Dan Maiuro is a CPA and a senior program analyst for TAS Systemic Advocacy and is responsible for the research of various exam related issues and elevating recommendations for change to the IRS to better protect taxpayer rights. Prior to coming to the TAS, Dan was in private practice for over 10 years assisting individuals and business entities with return preparation and representation.

Topic #3 Speaker: Examination Department, Program Manager, Ronald McGuire

Topic #4 Speaker: Collection Department, Thomas Moore, Revenue Officer

Topic #5 Speaker: Taxpayer Rights Advocate for FTB, Marc Narlesky
Marc is a Technical Assistant to the Advocate in the Franchise Tax Board’s (FTB's) Taxpayers' Rights Advocate’s Office. He has been a member of the Advocate’s Office since December 2015. Marc started with the FTB in 1989, working as an Auditor and Reviewer. He has held staff positions for divisional budgeting as well as acting as a business lead for FTB's Activity Based Costing project where he learned the operations of the department. Marc’s professional experience began in public accounting. He has worked in general practice with a multi-service firm and as a financial auditor of non-profit organizations. Marc earned his Certified Public Accountant in 1992. He graduated from San Jose State University with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting and a minor in Industrial Technology.

CPE Information:

4 Federal Update hours (Topics covering new tax laws)
2 California hours (Topics covering California law issues)
IRS: 18QC1-U-01448-21-O
CTEC: 1000-CE-4856

Knowledge Level:
 Basic (No prior knowledge expected)

Registration:

$30 for members
$60 for non-members


Cancellation and Refund Policy for Meeting Purchase:
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected] No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.